MORGAN STANLEY INDIA INVEST (IIF) Institutional Ownership Changes & 13F Activity
MORGAN STANLEY INDIA INVEST (IIF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include City Of London Investment Management Co Ltd, Karpus Management, Inc., Cary Street Partners Financial Llc, Raymond James Financial Inc, and Bank Of Montreal.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | Sell | -500 | -4.3% | 11,206 | $255.72K | Q2 2026 | Sep 02, 2026 |
| North Star Asset Management Inc | Sell | -1 | -0.0% | 10,286 | $234.73K | Q2 2026 | Aug 18, 2026 |
| Karpus Management, Inc. | Buy | +81,933 | +20.7% | 477,621 | $10.90M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +43,129 | — | 43,129 | $984.20K | Q2 2026 | Aug 14, 2026 |
| Saba Capital Management, L.P. | Buy | +26,831 | +3.5% | 782,728 | $17.86M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +17,615 | — | 17,615 | $401.97K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +11,164 | — | 11,164 | $254.00K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -5,960 | -28.8% | 14,709 | $334.04K | Q2 2026 | Aug 14, 2026 |
| Lazard Asset Management Llc | Sell | -2,446 | -0.4% | 606,913 | $13.85M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +2,362 | +6.6% | 38,070 | $869.00K | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management Llc | Sell | -1,258 | -1.4% | 87,630 | $2.00M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +873 | +30.1% | 3,770 | $86.05K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -17 | -0.9% | 1,908 | $43.55K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -7,839 | -4.8% | 154,451 | $3.52M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1,339 | +1.4% | 99,074 | $2.26M | Q2 2026 | Aug 13, 2026 |
| Bank Of Montreal | Buy | +28,060 | — | 28,060 | $640.33K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -3,689 | -4.9% | 70,942 | $1.62M | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Sell | -500 | -11.1% | 3,990 | $91.05K | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +1,641 | — | 1,641 | $37.44K | Q2 2026 | Aug 10, 2026 |
| Dakota Wealth Management | Buy | +10,355 | — | 10,355 | $236.30K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -3,111 | -25.3% | 9,199 | $209.92K | Q2 2026 | Aug 07, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +1,875 | +31.5% | 7,835 | $178.79K | Q2 2026 | Aug 07, 2026 |
| Maridea Wealth Management Llc | Buy | +862 | +7.7% | 12,096 | $276.04K | Q2 2026 | Aug 06, 2026 |
| City Of London Investment Management Co Ltd | Buy | +92,096 | +9.7% | 1,041,724 | $23.77M | Q2 2026 | Jul 31, 2026 |
| Calamos Advisors Llc | Sell | -1,165 | -7.2% | 15,043 | $343.28K | Q2 2026 | Jul 31, 2026 |
| Commonwealth Equity Services, Llc | Buy | +8,863 | — | 8,863 | $202.25K | Q2 2026 | Jul 29, 2026 |
| Samalin Investment Counsel, Llc | Sell | -1,944 | -13.8% | 12,134 | $276.90K | Q2 2026 | Jul 27, 2026 |
| Evergreen Capital Management Llc | Buy | +6,607 | +4.9% | 140,787 | $3.21M | Q2 2026 | Jul 23, 2026 |
| Cary Street Partners Financial Llc | Buy | +59,097 | — | 59,097 | $1.35M | Q2 2026 | Jul 17, 2026 |
| Financial Solutions Advisory Group, Inc. | Buy | +19,423 | — | 19,423 | $442.07K | Q2 2026 | Jul 13, 2026 |
Frequently asked questions about IIF activity
Which institutional owners are buying IIF?
Institutional owners buying IIF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IIF activity?
"Buy" means an investor increased their reported position in IIF compared to the prior reporting period. This reflects growing exposure to MORGAN STANLEY INDIA INVEST (IIF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IIF increasing?
Institutional interest in IIF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related IIF Institutional Insights
- IIF Overview
- IIF 13F Institutional Holders
- IIF Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- IIF Insider Trading & SEC Form 4 Activity
- IIF Articles
- Top Institutional Investor Stock Rankings